Assistant Director, Reporting

Swarthmore College is a highly selective liberal arts college located in the suburbs of Philadelphia, whose mission combines academic rigor with social responsibility. Swarthmore has a strong institutional commitment to inclusive excellence and nondiscrimination in its educational program and employment practices and encourages candidates who will further advance the goal of fostering a diverse and inclusive community. As one of the nation’s finest institutions of higher learning, Swarthmore College is global in outlook and draws students from around the nation and world. The 425‐acre campus is a designated arboretum, complete with gardens, rolling lawns, a creek, wooded hills, and hiking trails in the Crum Woods.

Who We Are:

The Office of College Advancement builds and strengthens relationships with alumni, families, and friends to advance College priorities through joyful engagement and celebration, philanthropic and volunteer support, and stewardship of Swarthmore’s contributions to the common good.  We work intentionally as a collaborative group that drives innovation, creates space for rich dialogue, inspires trust, and develops a community rooted in inclusivity and belonging.

The opportunity:

The Assistant Director will contribute to producing strategic, value-added technology solutions for end-users to meet organizational challenges. The Assistant Director supports the Advancement staff in technical systems used by the division and creates queries, reports, and data visualization for staff, College leadership, and College volunteers. Additionally, this position develops documentation and training, including written, video, and live sessions, for colleagues in order to make technology and data accessible to the end users. Through this work, the Assistant Director acts as a key partner in the strategic planning and effective operation of fundraising and engagement programs at Swarthmore College.

Essential Responsibilities

CRM Reporting and Management

• Create and manage Slate CRM queries, reports, portals, forms, and dashboards that align with Advancement’s strategic direction and positively impacts constituent engagement.
• Facilitate discussions between leadership, fundraisers, and technical resources to define needs and assist in establishing new policies and procedures.
• Proactively build relationships across campus (Communications, Admissions, Lang Center for Civic and Social Responsibility, Chester Children’s Chorus, Center for Innovation & Leadership, Career Services, and more) to support their work with constituent engagement and to acquire and understand available relevant data.
• Contribute to the successful implementation and continued infrastructure development of new technologies, including the Slate CRM and related systems.
• Test, deploy, and validate regular updates, feeds, and/or new functionality delivered by Technolutions.
• Continuously develop custom Slate CRM features (views, tabs, prompts, rules) to meet evolving divisional needs. 

Training, Documentation, & ITS Support

• Develop and deliver comprehensive training (written, video, live sessions) on Advancement systems.
• Maintain a user-friendly report library with clear documentation.
• Train colleagues throughout the College in the Slate Advancement CRM and additional tools deployed by Advancement.
• Maintain proficiency in all Advancement Software tools to effectively lead training and provide support.
• Research emerging Slate CRM tools, updates, and automation techniques to optimize functionality and workflows.
• Assist College constituents (alumni, families, students, and friends) in navigating technology made available by the Advancement division, such as the Alumni Portal, Slate Forms, and more.

Data Analytics and Visualization

• Support the Director and Senior Associate Directors in developing and growing a fundraising analytics program, contributing to projects involving predictive modeling, forecasting, data mining, and visually engaging reporting.
• Contribute and update data visualization technology(s) to enhance and extend Advancement’s current reporting and data visualization capacity. Utilizing the Advancement CRM, Slate, and additional industry leading interactive visualization software, such as Tableau or Microsoft Power BI.

Advancement Vendor Management

• Serve as a technical point of contact for Vendors, including but not limited to: AlumnIQ, CyberSource, GiveCampus, Double the Donation, and Technolutions.
• In collaboration with Advancement colleagues, work to maintain, develop, and implement the various tools provided by vendors.
• Coordinate